Modify the Workflow Steps

Use Workflow Type Configuration to modify the workflow steps.

To modify the workflow steps, complete he following steps:

1. On the Navigation menu, click Administration » Workflow Type Configuration.

2. Search for the workflow type whose steps you want to modify by either using the navigation buttons at the top of the Workflow Type Configuration form or using the Workflow Type Search dialog box.

3. On the Workflow Type Configuration form, click the Workflow Steps tab.

4. To add or remove workflow steps, click the Insert, Copy, or Delete button on the grid toolbar of either the Steps grid or the Step Action grid.

5. To restart the workflow or cancel all the in-progress workflows and children for the workflow type, click the Edit Workflow button.

6. On the Edit Workflow dialog box, select the appropriate action and click OK.

7. Click Save.

What do you want to do?

Modify the allotted days for each step in the workflow

Reassign a step in progress

View the workflow of a progress entry

Reassign a step in progress

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